FA
AFG icon

FMA Advisory’s American Financial Group AFG Stock Holding History

FMA Advisory’s Portfolio AFG Stock Details AFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-217
Closed -$21.5K – 133
2017
Q2 		$21.5K Buy
+217
New +$21.2K 11.06% 2
2015
Q2 		$13K Buy
+202
New +$13K 0.01% 266

Other funds holding AFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

FMA Advisory's AFG Position: Q3 2017 in Review

FMA Advisory sold out of American Financial Group (AFG) in Q3 2017, closing a stake of 217 shares — an estimated $21.5K sold.

FMA Advisory first reported a position in AFG in Q2 2015 and held it in 2 quarters. The position peaked at $21.5K in Q2 2017. 362 funds tracked by Wall St. Rank hold AFG as of Q3 2017.

  • FMA Advisory reported no remaining American Financial Group position as of Q3 2017 after selling out during the quarter.
  • FMA Advisory sold 217 American Financial Group shares in Q3 2017, an estimated $21.5K.
  • FMA Advisory first reported a position in American Financial Group in Q2 2015 and held it in 2 quarters.
  • FMA Advisory's American Financial Group position peaked at $21.5K in Q2 2017.
  • 362 funds tracked by Wall St. Rank held American Financial Group as of Q3 2017.

Based on FMA Advisory's 13F filing for Q3 2017, filed 12 Apr 2021.